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Sunday, April 28, 2024

Market Update 19/02 | ThaiCapitalist

Tourism – It feels like it is performing far better than people realise. Granted I’m noticing this within my bubble of living in the 3S’s (IFYKY), but when you track the AOT figures you are seeing improvements ahead of expectations. Was it just a CNY bump? Or something that will continue on an uptrend, I’m still of the viewpoint that it’s on an uptrend, Thailand does not need those tour groups from China. We’ll see over the next 12 months.

Oh yeah and Thaksin was released – so what?

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